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Goals Based Investment Strategies

  • June 06, 2018
  • 7:15 AM - 9:00 AM (CDT)
  • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523

Registration

  • Please note that guests may attend two meetings per lifetime, and then must join as members.
  • Sponsors receive one complimentary breakfast.  Other members of your group can attend at $35 per guest. - Code Required

Registration is closed

Speaker: Jack Ablin
Topic: Economics

CLE and CFP credit approved.

Presentation Overview:  Jack Ablin, Chief Investment Officer for Cresset Wealth Advisors, will lay out his global macro strategy for navigating the uncertainty surrounding the ever-changing investment markets and the global economy. Looking at the world from 30,000 feet, Mr. Ablin evaluates the economic landscape, addresses public policy and together with market valuation, will lay out an easy-to-understand investment strategy.

Drawing upon his investment experience spanning nearly 30 years, Mr. Ablin provides a unique blend of quantitative techniques and common sense intuition to formulate his investment perspectives. He also draws on examples that we hear of everyday to bring his approach to life. The result will be clear, easy to understand strategies for traversing the world we live in today.

Speaker Biography:

Jack Ablin, CFA is Chief Investment Officer with Cresset Wealth Advisors.

Jack is the leader of Cresset’s investment strategy and provides investment policy and philosophy guidelines to the firm’s advisor teams and clients. Jack joined the organization in 2018 and has three decades of experience in money management. Jack was formerly the Chief Investment Officer with BMO Harris Bank.

Jack is the author of Reading Minds and Markets: Minimizing Risk and Maximizing Returns in a Volatile Global Marketplace, published in July 2009 by F.T. Press; The Wall Street Journal best-seller list, 2009. Jack is a frequent contributor to CNBC, Bloomberg, The Wall Street Journal and Barron’s. Jack served as a Professor of Finance at Boston University, Graduate School of Management. He spent five years as a Money and Markets correspondent for the NBC affiliate in Jacksonville, Florida. Jack was named one of the top 100 Wealth Advisors in North America, by CityWealth Magazine in 2006, 2010, 2011, 2012, 2013, 2014, 2015 and 2016.

Jack earned an A.B. degree from Vassar College in New York, where he graduated with honors in Mathematics and Computer Science. A member of the Beta Gamma Sigma International Honor Society, Jack received an M.B.A. with honors, and graduated cum laude from Boston University in Massachusetts. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Chicago.

Thank you to our sponsor


Additional Details:

- Networking begins at 7:15 a.m.
- Breakfast served at 7:30 a.m.
- Speaker Presentation at 8:00 a.m.
- Meeting concludes at 9:00 a.m.

DuPage County Estate Planning Council | P.O. Box 3217 Oak Brook, IL  60522
Tel.  708.338.0760 | Fax. 708.401.0360 | dpcepc@navandassoc.com

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